Retirement Guys Formula (RGF) offers personalized investment management and financial planning services. RGF's services include tax planning, insurance planning, estate planning, retirement planning, education planning, and budgeting and cash flow analysis. RGF strives to achieve a client’s long-term financial goals by implementing a financial planning process. RGF may recommend sub-advisers or third-party investment advisers to manage all or a portion of your account.
Fee Structure
Retirement Guys Formula's investment management fees generally range from 1.00% to 2.00% per year, but may be negotiable based on factors like account size, investment strategy, and risk profile. Fees cover performance reporting, securities transactions, and custodial services. Clients with smaller accounts should be aware they may find similar services elsewhere for higher or lower costs. Fees are paid quarterly, in advance, based on the value of your account at the end of the previous quarter.